Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family. Successful partnerships are essential for family sustainability and evolve from relationships th...
The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download the Brochure
The FOX SPRING Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital and CIOs working for owners of investment capital. Designed to engage the unique interests of family investment decision-makers and asset allocators, the topics are determined objectively and non-commercially to provide what...
We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner. The cost is $195.00 per person.This includes box lunch, golf cart, practice balls, drinks on the beverage carts and halfway house.Club rental is $75.00 and will be arranged ...
Download the BrochureFamilies who are thinking about starting or refining a family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes. But they can’t see down the road to know what will be needed. This workshop is designed to help.
The FOX Financial Executives Forum is the industry’s premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice. Join your peers July 19-20 at Swissotel Chicago for an in-depth look at tax and estate laws, techn...
The FOX Global Owners Forum™ returns in March 2017 to guide families on their enterprise journey. This event is programmed specifically for family members.This is a unique opportunity for family members to meet with members of families like themselves to discuss their experiences and challenges in guiding families of wealth. FOX will frame the disc...
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community to address the pivotal investment issues of today.While recognizing the important distinctions between institutional and private wealth, the Forum will highlight the most forward-looking thinking by leading institutio...
Download the BrochureEvolving Beyond the Business to a Family Enterprise View“Family enterprise” is the term used to describe the successful families that understand their collective wealth as broader than the family business or the financial wealth and inclusive of all that the family owns collectively and wishes to preserve for future generations...
Download the Brochure to Register Developing a Family EnterpriseMindsetHelping enterprise families design and implement their long-term vision“Family enterprise” is the term used to describe the successful families that understand their collective wealth as broader than the family business or the financial wealth and inclusive of all that the ...
View the 2018 Workshop, June 12-13 in Chicago, here. Developing and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes and setbacks. Many can...
The wealth advisor business is in the throes of unprecedented change. This year’s FOX Wealth Advisor Forum™ will explore the trends and transformations that are disrupting “business as usual” and requiring significant reassessment of how advisors do business. At the same time, opportunities abound and those who can innovate within their business ar...
This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to fulfill their roles in an informed and confident way.Download Brochure
Catch up on the latest developments in technology, insurance, taxes, security, and family office processes at the 2017 FOX Financial Executives Forum.Review solutions that can solve unique family office challenges from top Fintech providers covering general ledger, portfolio management, reporting, and family communication.As always at a FOX event, ...
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.The Forum will address investors’ uncertainty resulting from today’s shifting interest rate environment and the systemic risks to the equity markets that may be a consequence of the extraordinary growth of indexing. A...